Financial Celebrations has assembled a team of specialists dedicated in helping you work towards your financial goals. Our approach is to offer continued education on investments, estate planning, asset allocation, Social Security and Medicare to ensure that this is accomplished. We strive to provide the desired guidance with a level of concern, knowledge, understanding and kindness in such a way that you feel like our only client.
Because our team works By Referral Only, we’re able to focus our complete attention on providing excellent customer services to our existing clients rather than spending time soliciting business to others. Providing our clients and those they refer exceptional service is the driving force behind our business – We call this a Financial Celebration.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell and security or instrument or to participate in any particular trading strategy.
Registered Representatives of LPL may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent requirement. In addition, follow-up conversations or meetings with individuals in a particular stat that involve either the effecting or attempting to effect the transactions in securities, will not be made absent compliance with state Broker-Dealer, agent registrations requirements, or an applicable exemption or exclusion. Financial Celebrations and LPL are separate and unrelated companies.